Wealth Client Services Associate
$55k - $95kPowerToFly
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment. #J-18808-Ljbffr PowerToFly
$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...SuggestedWork at office$65k - $85k
UBS is seeking a full-time Client Service Associate in Bellevue, Washington. This role involves maintaining client information systems, educating clients about account services, and preparing materials for client meetings. Ideal candidates will have 1-3 years of experience...SuggestedFull time- Bank of America in Seattle is looking for a dedicated client service professional to support Financial Advisors in delivering excellent service to clients. The role requires a strong focus on client needs and the ability to manage multiple responsibilities in a fast-paced...Suggested
- Leverage Planners LLC in Bellevue is seeking a Senior Client Service Associate to act as a primary point of contact for clients and advisors. This full-time position requires a passion for customer service and at least 3 years in the financial services industry. The ideal...SuggestedFull time
$55k - $95k
Morgan-Stanley in Bellevue, WA, is seeking a Client Service Associate to support Financial Advisors and enhance client relationships. The role involves executing transactions, managing schedules, and educating clients on digital tools. The successful candidate will have...SuggestedWork at office$60k - $70k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate... ...in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior...Full timePart timeLocal area$60k - $70k
...market investment bank and full service broker-dealer. With roots... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue... ...to-day operations of a growing wealth management practice. This role...Full timePart timeLocal area- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to... ...of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets...Full timeSummer workWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...financial advisory firm is immediately seeking an 'A-Team' Senior Client Service Associate.Minimum Requirements:Passionate about customer... ...planning professionals).We are a fast growing independent wealth management firm. We are dedicated to providing the best experience...Full timeSeasonal workLocal areaImmediate start
$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA; Seattle, WA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance...InternshipWork at officeRemote work2 days per week- ...divh2Client Service Associate/h2pGreater Seattle Area/ppOur client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite...Work at office
$31.4 - $38.6 per hour
...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... .... We lead the industry in aligning wealth, passion, and purpose to help our clients... ...#OneTeam. As a critical member of the Client Service team, you will work closely with lead...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our... ...history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets...Summer work$23.51 - $39.18 per hour
...will support financial advisors associated with LPL Financial under our... ...to continue building on your wealth management experience while... ...Communicate daily with advisors and clients, taking ownership of... ...transfers, and provide education on services and technology. Manage...Full timeWork at officeLocal areaWork from home$70k - $110k
Parcion Private Wealth partners with business owners and their families to unlock the true... ...office committed to delivering legendary service and impact. Parcion Private Wealth is... ...firm in delivering legendary operations and client service. We are seeking an experienced...Full timeTemporary workLocal areaMonday to Friday$30 - $33.65 per hour
...innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,... ...is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial...Work experience placementWork at officeLocal areaFlexible hours$55k - $95k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area$60k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
- ...Job Description Job Description Client Service Associate Greater Seattle Area About the Company Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized...Work at office
$55k - $95k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Full timeTemporary workWork at officeLocal area- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
- Chase is seeking a Private Client Investment Associate in Seattle to provide client service and operational support within Wealth Management. You will engage with clients, assist Advisors with ongoing wealth planning, and ensure compliance with operational procedures....
$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office$22.64 per hour
...Client Services Associate Seattle, Washington, United States Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our...Temporary workWork experience placementImmediate start- Morgan Stanley is seeking a Registered Client Service Associate in Seattle. In this role, you will provide exceptional service to clients while supporting Financial Advisors and their teams. Strong interpersonal skills are essential to build trusted relationships and assist...Work at office
- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$54k - $71k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies...
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